The Coronavirus and the Bond Market

Kevin Muir: I look at the millennials and although everyone loves to talk about the baby boomers because they control the most assets. He says we're going to see a dramatic re-pricing in bonds and also a violent rotation out of growth stocks which are the longest duration stock assets into more value type names. The coronavirus is going to make people realize that these the globalization and the relying on supply chains was actually quite wasn't as riskless as they thought, he says.